SPDR SERIES TRUST (SHM) is held by 86 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is BANK OF AMERICA CORP /DE/ as of Q1 2026.

Are institutions buying or selling SHM?

In Q1 2026, 45 institutions opened or increased positions in SPDR SERIES TRUST while 40 reduced or exited — a net buying quarter.

What is the Smart Money Verdict on SHM?

The Smart Money Verdict combines four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for SPDR SERIES TRUST.

How many hedge funds hold SHM?

86 institutional investors report holding SPDR SERIES TRUST (SHM) as of Q1 2026, based on SEC 13F filings.

Is institutional money flowing into SHM?

As of Q1 2026, tracked institutions in SPDR SERIES TRUST show 45 buyers versus 40 sellers — net inflows.

SPDR SERIES TRUST

SHM·78468R739·US·ETF·Unknown - Unknown

Holders

Avg rating(23 Elite)

$2.4B

Total Value

53% (90)

Fund Consensus

45 buying - 40 selling

No verdict yet — fewer than 2 funds hold SHM.

13F: Mar 31, 2026Insider & Congress: Updated regularly

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
BANK OF AMERICA CORP /DE/	Increased	21.3M(+3.9%)	$1B	0.1%	+3.31%	33
GOLDMAN SACHS GROUP INC	Decreased	5.2M(-3.3%)	$246.6M	0.0%	+3.59%	0
WELLS FARGO & COMPANY/MN	Decreased	3.5M(-13.3%)	$169.7M	0.0%	+8.15%	0
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	3.1M(+3.8%)	$146.4M	0.1%	+6.09%	31
MORGAN STANLEY	Increased	2.3M(+7.9%)	$110.2M	0.0%	+5.21%	32
ENVESTNET ASSET MANAGEMENT INC	Increased	1.9M(+89.5%)	$90.6M	0.0%	+2.95%	47
PNC FINANCIAL SERVICES GROUP, INC.	Increased	1.7M(+9.4%)	$82.8M	0.0%	+4.58%	33
MGMERCER GLOBAL ADVISORS INC /ADV	Decreased	1.5M(-9.8%)	$73.9M	0.1%	+6.27%	0
UNITED CAPITAL FINANCIAL ADVISORS, LLC	Decreased	1.4M(-21.9%)	$67.9M	0.4%	+6.10%	0
LPL Financial LLC	Increased	888,605(+5.2%)	$42.5M	0.0%	+4.77%	31
Financial Engines Advisors L.L.C.	Increased	668,321(+0.5%)	$32M	0.1%	+5.75%	29
COMMONWEALTH EQUITY SERVICES, LLC	Increased	624,590(+2.1%)	$29.9M	0.0%	+6.96%	29
UBS Group AG	Increased	489,719(+71.2%)	$23.4M	0.0%	+4.15%	43
STIFEL FINANCIAL CORP	Decreased	382,635(-23.7%)	$18.3M	0.0%	+6.03%	0
JPMORGAN CHASE & CO	Decreased	281,923(-4.2%)	$13.5M	0.0%	+3.86%	0
RAYMOND JAMES FINANCIAL INC	Increased	277,590(+18.0%)	$13.3M	0.0%	+2.98%	33
JANE STREET GROUP, LLC	Increased	276,213(+511.6%)	$13.2M	0.0%	+0.08%	45
AMERIPRISE FINANCIAL INC	Increased	254,139(+1.2%)	$12.2M	0.0%	+6.08%	28
SEI INVESTMENTS CO	Decreased	236,772(-3.7%)	$11.3M	0.0%	+9.56%	0
TRUIST FINANCIAL CORP	Increased	200,992(+10.8%)	$9.6M	0.0%	+6.33%	31